Patrick
Van Pelt
Bks Retirement Services
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About this Advisor
Patrick Van Pelt is a financial advisor who works in Tampa, Florida with a total of 1 year of industry experience. Van Pelt currently works for Bks Retirement Services. Van Pelt has gained experience at Bks Financial Investments, LLC Dba Insgroup Financial, Brp Colleague, Inc Dba Insgroup Financial, Mid-Continent Companies, LTD and Capital Financial Group, Inc. Van Pelt maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Texas. Bks Retirement Services is an advisory company operating out of Tampa, FL. It has offices in four locations and a total of 10 financial advisors. Bks Retirement Services performs a set of services, such as financial planning services and pension consulting services. Financial management fees typically vary depending on which services the firm provides the client. Fees billed by Bks Retirement Services may include any blend of hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bks Retirement Services Brokerage Details
10
Investment Advisory Services
- Financial planning services
- Pension consulting services
Patrick Van Pelt Work History
Patrick has been registered as a financial advisor for 1 years.*
Bks Financial Investments, LLC Dba Insgroup Financial
Brp Colleague, Inc Dba Insgroup Financial
Capital Financial Group, Inc
Mid-Continent Companies, LTD
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Patrick Van Pelt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bks Retirement Services
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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